ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.86B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.44%
New
53
Increased
165
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$151M
2
AA
Acorns Advisers
California
$512M
3
Morgan Stanley
Morgan Stanley
New York
$48.2M
4
TPI
Trust Point Inc
Wisconsin
$163M
5
ST
Spinnaker Trust
Maine
$71.9M

Top Sellers

1
PP
Prosperity Planning
Missouri
$37.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29M
3
Bank of America
Bank of America
North Carolina
$36.6M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.88M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
351
Van Hulzen Asset Management
California
$12.2K +$12.2K +256 New
GPI
352
General Partner Inc
Pennsylvania
$11.7K +$11.7K +245 New
AF
353
Advisornet Financial
Minnesota
$11.6K – – –
Fidelity Investments
354
Fidelity Investments
Massachusetts
$11.5K -$124K -2,600 -92%
CWM
355
Copia Wealth Management
Oregon
$10.5K +$10.5K +220 New
PSFG
356
Park Square Financial Group
Georgia
$9.84K +$9.84K +206 New
TAM
357
Townsend Asset Management
North Carolina
$8.84K – – –
BONH
358
Bank of New Hampshire
New Hampshire
$8.07K – – –
Citigroup
359
Citigroup
New York
$8.03K -$3.68K -77 -31%
CT
360
Clearstead Trust
Maine
$7.79K -$573 -12 -7%
GTAM
361
Global Trust Asset Management
Florida
$7.17K -$7.17K -150 -50%
PA
362
Pineridge Advisors
Missouri
$5.2K +$95 +2 +2%
FFA
363
Founders Financial Alliance
North Carolina
$5.16K +$5.16K +108 New
PA
364
Parallel Advisors
California
$5.03K +$96 +2 +2%
QCG
365
Quadrant Capital Group
Ohio
$4.78K – – –
CFB
366
Cullen/Frost Bankers
Texas
$3.82K -$73.2K -1,534 -95%
SIS
367
Sound Income Strategies
Florida
$3.61K +$3.61K +76 New
HI
368
Horizon Investments
North Carolina
$3.38K – – –
CFD
369
Creative Financial Designs
Indiana
$3.06K -$19.1K -400 -86%
TFA
370
Transamerica Financial Advisors
Florida
$3K – – –
FRA
371
Front Row Advisors
California
$2.39K – – –
GWSA
372
Global Wealth Strategies & Associates
Colorado
$2.34K +$191 +4 +9%
SS
373
Sunbelt Securities
Texas
$955 – – –
MEG
374
Millstone Evans Group
Colorado
$764 +$764 +16 New
NWM
375
Nova Wealth Management
Florida
$717 +$717 +15 New
13 14
15
16 17